This paper is updated quarterly. The current edition reflects data as of March 31, 2024.
Mid-cap stocks have historically achieved strong returns relative to large caps and small caps over the long run and with less risk than small caps. Investors lacking mid-cap exposure may be missing out on the diversification potential of a key equity segment.
This paper reviews the historical performance, attributes, and fundamental strengths that distinguish mid-cap companies from small caps and large caps, the opportunity that exists for active portfolio managers to add value in the mid-cap equity space, and how a focus on high-quality mid-cap companies has helped the Virtus KAR Mid-Cap Core Fund achieve strong risk-adjusted performance since its 2009 inception.
The commentary is the opinion of Kayne Anderson Rudnick. This material has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities.
Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial professional, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.
Past performance is no guarantee of future results.
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